Position in EXC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$418,461
-$65,170 QoQ
Shares Held
8,976
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#710
of 1,279 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $589,924 across 3 Utilities - Regulated Electric names. EXC ranks #1 (70.9% of the industry book) .
All Filings in EXC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,461 | 8,976 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $483,631 | 9,866 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $430,887 | 9,885 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $482,102 | 10,711 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $824 | 19 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $493,562 | 10,711 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $403,162 | 10,711 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $433,560 | 10,692 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $370,361 | 10,701 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $434,234 | 11,558 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $414,609 | 11,549 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $32,386 | 857 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $431,477 | 10,591 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $443,656 | 10,591 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $457,848 | 10,591 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $396,738 | 10,591 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $479,984 | 10,591 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $504,449 | 10,591 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||